Vanguard S&p 500 Etf idx shares owned by Optimist Retirement Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Optimist Retirement Group
from 13F filings
Historical chart of Optimist Retirement Group investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Optimist Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 4.5k | 612.35 |
| 2025-06-30 | $2.6M | 4.5k | 568.00 |
| 2025-03-31 | $2.3M | 4.5k | 513.89 |
| 2024-12-31 | $2.8M | 5.1k | 538.77 |
| 2024-09-30 | $2.7M | 5.1k | 527.63 |
| 2024-06-30 | $2.6M | 5.2k | 500.14 |
| 2024-03-31 | $2.5M | 5.3k | 480.71 |
| 2023-12-31 | $2.4M | 5.5k | 436.80 |